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McKesson

1,771 hedge funds and large institutions have $80.3B invested in McKesson in 2025 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 620 increasing their positions, 660 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.72% more ownership

Funds ownership: 86.11%87.83% (+1.7%)

6% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 660

33% less funds holding in top 10

Funds holding in top 10: 5235 (-17)

Holders
1,771
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$808M
Puts
$638M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1501
Reston Wealth Management
Virginia
$220K
VC
1502
Vestor Capital
Illinois
$220K
DDPIC
1503
Deroy & Devereaux Private Investment Counsel
Michigan
$220K
BWM
1504
BCGM Wealth Management
Indiana
$220K
IP
1505
Investment Partners
Ohio
$220K
AA
1506
Aufman Associates
Pennsylvania
$220K
BWP
1507
Burling Wealth Partners
Illinois
$220K
LWL
1508
Leo Wealth LLC
Texas
$220K
SIA
1509
SGL Investment Advisors
Montana
$219K
KMWM
1510
Keudell/Morrison Wealth Management
Oregon
$218K
EWM
1511
Evermay Wealth Management
Virginia
$216K
KA
1512
Kovack Advisors
Florida
$216K
BO
1513
Bank OZK
Arkansas
$213K
DAS
1514
Diversify Advisory Services
Utah
$213K
IF
1515
Intrua Financial
Texas
$213K
NFG
1516
Nadler Financial Group
Illinois
$213K
DP
1517
DDD Partners
Washington
$213K
WDG
1518
Wealth Dimensions Group
Ohio
$213K
PCFFS
1519
Pacific Center for Financial Services
California
$210K
CYG
1520
Clean Yield Group
Vermont
$210K
KOMWMG
1521
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K
TWP
1522
Tempus Wealth Planning
California
$209K
WWC
1523
Waypoint Wealth Counsel
Georgia
$208K
SRWM
1524
Shira Ridge Wealth Management
California
$208K
DWA
1525
Dorsey Wright & Associates
California
$208K